Legacy Capital Wealth Partners’s Canadian Pacific Kansas City CP Stock Holding History

Legacy Capital Wealth Partners’s Portfolio CP Stock Details CP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,951	Closed	-$358K	–	356
2024 Q4	$358K	Sell	4,951 -5,565	-53%	-$429K	0.09%	236
2024 Q3	$900K	Buy	10,516 +5,014	+91%	+$412K	0.18%	112
2024 Q2	$433K	Buy	+5,502	New	+$448K	0.11%	176
2024 Q1	–	Sell	-4,783	Closed	-$378K	–	161
2023 Q4	$378K	Sell	4,783 -380	-7%	-$27.8K	0.11%	185
2023 Q3	$384K	Buy	+5,163	New	+$410K	0.11%	181

Other funds holding CP

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Capital Wealth Partners's CP Position: Q1 2025 in Review

Legacy Capital Wealth Partners sold out of Canadian Pacific Kansas City (CP) in Q1 2025, closing a stake of 4,951 shares — an estimated $358K sold.

Legacy Capital Wealth Partners first reported a position in CP in Q3 2023 and held it in 5 quarters. The position peaked at $900K in Q3 2024. 972 funds tracked by Wall St. Rank hold CP as of Q1 2025.

Legacy Capital Wealth Partners reported no remaining Canadian Pacific Kansas City position as of Q1 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 4,951 Canadian Pacific Kansas City shares in Q1 2025, an estimated $358K.
Legacy Capital Wealth Partners first reported a position in Canadian Pacific Kansas City in Q3 2023 and held it in 5 quarters.
Legacy Capital Wealth Partners's Canadian Pacific Kansas City position peaked at $900K in Q3 2024.
972 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q1 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.